Marketfolly - marketfolly.com - market folly
General Information:
Latest News:
Lone Pine Capital Adds to B/E Aerospace, Dollar General & DSW 27 Aug 2013 | 05:30 pm
Steve Mandel's hedge fund firm Lone Pine Capital has filed 3 separate 13G's with the SEC. Here's the breakdown: B/E Aerospace (BEAV) First, Lone Pine has disclosed a 5% ownership stake in B/E Aeros...
Dan Loeb's Third Point Boosts Sotheby's Stake: 13D Filing 27 Aug 2013 | 05:00 pm
Dan Loeb's hedge fund firm Third Point has filed a 13D with the SEC regarding shares of Sotheby's (BID). In it, they reveal a 5.7% ownership stake in BID with 3,925,000 shares. This marks a 57% incr...
Bill Ackman's Interview With Charlie Rose 26 Aug 2013 | 10:58 pm
Bill Ackman of hedge fund Pershing Square Capital Management recently appeared on Charlie Rose for an interview. While Ackman has been in the media a lot regarding his short position in Herbalife (H....
David Einhorn & Jim Chanos on Similarities Between Poker & Investing 26 Aug 2013 | 10:58 pm
Bloomberg recently highlighted a poker tournament featuring hedge fund managers David Einhorn and Jim Chanos. In it, they asked the hedgies to compare poker to investing. Einhorn said that, "Over t....
Bill Ackman's Q2 Letter: Updates on Pershing's Positions 26 Aug 2013 | 10:58 pm
The New York Post has shared Bill Ackman's Q2 letter and it's quite in-depth and worth highlighting. The Pershing Square manager provides updates on many of his positions, including his new position ...
What We're Reading ~ Hedge Fund Links 8/26/13 26 Aug 2013 | 10:33 pm
Christopher Hohn turns up heat on EADS [II Alpha] Hedge funds lag on short problems [ValueWalk] How the hedge fund pricing model of 2/20 is changing [247wallst] Lansdowne's Paul Ruddock defends mer...
What We're Reading ~ Analytical Links 8/22/13 22 Aug 2013 | 11:48 pm
Rising markets batter short sellers [WSJ] What has QE actually accomplished? [Mauldin Economics] Cash is a drug for investors, redux [Abnormal Returns] The best value investing quotes [Old School V...
Lansdowne Starts Tower Resources Position 22 Aug 2013 | 11:13 pm
Paul Ruddock's hedge fund firm Lansdowne Partners has disclosed a new position in London listed Tower Resources (LON: TRP). According to a disclosure made on August 2nd, Lansdowne hold the equivalent...
Cevian Capital Discloses G4S Stake 22 Aug 2013 | 11:10 pm
Anglo Swedish activist hedge fund, Cevian Capital, has disclosed a new stake in London listed G4S (LON:GFS). According to the filing on August 12th, Cevian, own 5.11% of G4S's voting rights. G4S, o....
Premium Newsletter: Q2 Issue Released Today (Consensus Buy/Sell Section, Equity Analysis & More) 21 Aug 2013 | 10:44 pm
The brand new Q2 2013 issue of our premium newsletter, Hedge Fund Wisdom, is now available! Subscribers please login at www.hedgefundwisdom.com to access it. Not a subscriber? To see what you're mi...
